Residential Mortgage & Real Estate Sales Pro

Boston Private; Kentucky; On-site; USD 55,000 - 90,000; Full time

Job summary

Boston Private seeks a sales-driven real estate loan professional to promote residential mortgage products. The role involves meeting with clients away from traditional branches, generating leads, and closing loan applications while ensuring compliance and licensing requirements are met.

Responsibilities include promoting loan products to realtors and buyers, educating clients on programs, and maintaining lender relationships.

Qualifications

• Strong sales experience and sales expertise.
• Licensed real estate agent or broker.
• NMLS and SAFE, UST preferred.
• High school diploma or equivalent; Bachelor's degree preferred.
• Knowledge of mortgage loan products (FHA/VA/CONV).
• Excellent customer service and communication skills.

Responsibilities

• Create sales opportunities by promoting Envoy’s loan products to realtors, builders, home buyers, and referral sources.
• Generate and qualify leads and meet with potential clients.
• Develop and maintain relationships with potential clients.
• Solicit and procure new loan applications by meeting with and presenting loan products to potential clients.
• Educate home buyers on current loan product offerings and programs for which they qualify.
• Meet with potential home buyers in homes listed for sale and real estate offices to make sales pitches.
• Ensure all marketing is compliant and use Envoy’s POS system to create new loan applications.

Skills

Strong sales experience

Licensed real estate agent or broker

NMLS and SAFE

High school diploma

Bachelor's degree preferred

Excel/Word/Outlook

Mortgage loan products knowledge

Customer service skills

Interpersonal skills

Self-starter

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Boston Private seeks a sales-driven real estate loan professional to promote residential mortgage products. The role involves meeting with clients away from traditional branches, generating leads, and closing loan applications while ensuring compliance and licensing requirements are met.

Responsibilities include promoting loan products to realtors and buyers, educating clients on programs, and maintaining lender relationships.